Wealthmd Corporation (CRD# 140498) is a financial advisory firm headquartered in Louisville, KY. They manage $148,978,848 in 2,082 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management149MILLION
Total Number of Accounts2,082ACCOUNTS
Average Account Value$71,556
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
IN, KY, LA, TX
Philip Sallee (CRD# 4120662) is an Investment Advisor Representative working at Wealthmd Corporation in Louisville, KY and has over 20 years of experience in the finance industry.